Plan Snapshot
- Plan Sponsor: Shelter Mutual Insurance Company
- Sponsor EIN: 430613000
- Sponsor Address: 1817 WEST BROADWAY, COLUMBIA, MO, 652180001
- Plan Type: 401(k)
- Total Participants: 2,184
- Total Assets: $694.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,184 | $694.8M | $0 | $12.9M |
| 2023 | 2,135 | $640.5M | $7.1M | $12.2M |
| 2022 | 2,079 | $567.6M | $8.4M | $11.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | RETAINED BY EMLOYER | $47,835 | — | $47,835 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SRVCS — RETAINED BY EMLOYER
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,835
- Estimated Expense Ratio: 0.007% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $47,835 | — | $47,835 | — | — |
| 2023 | $45,715 | — | $45,715 | — | — |
| 2022 | $50,773 | — | $50,773 | — | — |